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Guide for attaching Policies to a Client

Guide for attaching Policies to a Client

Owned by Abdul Mutallib Shaik (Unlicensed)
Last updated: Jul 21, 2023
2 min read

Issue: Client is unable to view a Policy XX. / Broker is unable to add a policy to existing Client
Receives ““Email already in use error”

Conditions:

  1. The Client has already an active Policy YY attached to his/her email address

 

Solution: Need to attach a Policy XX to the Client.

  1. Go to the Clients tab and find the Insured by Name/Email address

  1. Click on the record that has the email address attached (Click on the insured's name to open it).

  2. Look for the Attach/Unattach Option and click on it.

  3. Search for the Policy XX here and click on Add

  4. The Policy XX is now successfully attached to the Insured/email.